China stock picker

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 29, 2018 by Seth Masters · across every show →

Everything said about China stock picker, oldest first

Jan 29, 2018 neutral
Insight
Masters: Keep China equity allocations modest due to undependable beta
“If you're a very careful, active investor, you can actually do pretty well, and certainly in a modest part of your portfolio, you should have somebody who's a good China stock picker picking some of the stocks for you, but the beta is so undependable that you …”
Seth Masters Jan 29, 2018 ▶ 18:16 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
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